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YieldMax Universe Fund of Option Income ETFs

18 hedge funds and large institutions have $24.7M invested in YieldMax Universe Fund of Option Income ETFs in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

181% more capital invested

Capital invested by funds: $8.77M → $24.7M (+$15.9M)

50% more funds holding

Funds holding: 1218 (+6)

1.12% less ownership

Funds ownership: 10.71%9.59% (-1.1%)

86% less call options, than puts

Call options by funds: $82K | Put options by funds: $599K

Holders
18
Holders Change
+6
Holders Change %
+50%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
1
Closed
2
Calls
$82K
Puts
$599K
Net Calls
-$517K
Net Calls Change
-$512K

YMAX Hedge Fund Activity: Q2 2024 in Review

18 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in YieldMax Universe Fund of Option Income ETFs (YMAX) for Q2 2024, worth a combined $24.7M — up 181% from $8.77M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new YMAX positions and 2 closed out — a net gain of 6 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Centaurus Financial, adding an estimated $14.3M. The largest seller was Authentikos Wealth Advisory, exiting entirely with an estimated $622K sold.

  • 18 institutional investors held YieldMax Universe Fund of Option Income ETFs (YMAX) as of Q2 2024, up from 12 in Q1 2024.
  • Funds reported $24.7M of YieldMax Universe Fund of Option Income ETFs stock for Q2 2024, up 181% quarter-over-quarter.
  • 8 funds opened new YieldMax Universe Fund of Option Income ETFs positions in Q2 2024 and 2 closed out, a net change of +6 holders.
  • The largest YieldMax Universe Fund of Option Income ETFs buyer in Q2 2024 was Centaurus Financial, an estimated $14.3M added.
  • The largest YieldMax Universe Fund of Option Income ETFs seller in Q2 2024 was Authentikos Wealth Advisory, an estimated $622K sold.

Based on aggregated 13F filings for Q2 2024.